The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
10X GENOMICS INC | CL A COM | 88025U109 | 7,594,240 | 136,000 | SH | SOLE | 0 | 0 | 136,000 | ||
ABBOTT LABS | COM | 002824100 | 27,145,980 | 249,000 | SH | SOLE | 0 | 0 | 249,000 | ||
ABBVIE INC | COM | 00287Y109 | 20,209,500 | 150,000 | SH | SOLE | 0 | 0 | 150,000 | ||
ALIGNMENT HEALTHCARE INC | COM | 01625V104 | 5,750,000 | 1,000,000 | SH | SOLE | 0 | 0 | 1,000,000 | ||
ALKERMES PLC | SHS | G01767105 | 10,955,000 | 350,000 | SH | SOLE | 0 | 0 | 350,000 | ||
ALLOGENE THERAPEUTICS INC | COM | 019770106 | 1,491,000 | 300,000 | SH | SOLE | 0 | 0 | 300,000 | ||
ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 8,547,300 | 45,000 | SH | SOLE | 0 | 0 | 45,000 | ||
AMERISOURCEBERGEN CORP | COM | 03073E105 | 22,899,170 | 119,000 | SH | SOLE | 0 | 0 | 119,000 | ||
APELLIS PHARMACEUTICALS INC | COM | 03753U106 | 17,309,000 | 190,000 | SH | SOLE | 0 | 0 | 190,000 | ||
ARVINAS INC | COM | 04335A105 | 2,109,700 | 85,000 | SH | SOLE | 0 | 0 | 85,000 | ||
AXONICS INC | COM | 05465P101 | 11,608,100 | 230,000 | SH | SOLE | 0 | 0 | 230,000 | ||
AXSOME THERAPEUTICS INC | COM | 05464T104 | 2,881,586 | 40,100 | SH | SOLE | 0 | 0 | 40,100 | ||
BECTON DICKINSON & CO | COM | 075887109 | 25,080,950 | 95,000 | SH | SOLE | 0 | 0 | 95,000 | ||
BIOGEN INC | COM | 09062X103 | 18,372,825 | 64,500 | SH | SOLE | 0 | 0 | 64,500 | ||
BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 32,938,400 | 380,000 | SH | SOLE | 0 | 0 | 380,000 | ||
BIONTECH SE | SPONSORED ADS | 09075V102 | 7,555,100 | 70,000 | SH | SOLE | 0 | 0 | 70,000 | ||
BIO-TECHNE CORP | COM | 09073M104 | 3,877,425 | 47,500 | SH | SOLE | 0 | 0 | 47,500 | ||
BOSTON SCIENTIFIC CORP | COM | 101137107 | 31,372,200 | 580,000 | SH | SOLE | 0 | 0 | 580,000 | ||
BRIDGEBIO PHARMA INC | COM | 10806X102 | 2,322,000 | 135,000 | SH | SOLE | 0 | 0 | 135,000 | ||
CIGNA CORP NEW | COM | 125523100 | 32,264,791 | 114,985 | SH | SOLE | 0 | 0 | 114,985 | ||
COOPER COS INC | COM NEW | 216648402 | 20,245,104 | 52,800 | SH | SOLE | 0 | 0 | 52,800 | ||
CVS HEALTH CORP | COM | 126650100 | 17,144,240 | 248,000 | SH | SOLE | 0 | 0 | 248,000 | ||
CYTOKINETICS INC | COM NEW | 23282W605 | 6,524,000 | 200,000 | SH | SOLE | 0 | 0 | 200,000 | ||
DANAHER CORPORATION | COM | 235851102 | 14,400,000 | 60,000 | SH | SOLE | 0 | 0 | 60,000 | ||
DYNAVAX TECHNOLOGIES CORP | COM NEW | 268158201 | 9,044,000 | 700,000 | SH | SOLE | 0 | 0 | 700,000 | ||
EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 2,735,570 | 29,000 | SH | SOLE | 0 | 0 | 29,000 | ||
ELEVANCE HEALTH INC | COM | 036752103 | 24,880,240 | 56,000 | SH | SOLE | 0 | 0 | 56,000 | ||
ESSA PHARMA INC | COM NEW | 29668H708 | 962,550 | 356,500 | SH | SOLE | 0 | 0 | 356,500 | ||
EVOLENT HEALTH INC | CL A | 30050B101 | 4,393,500 | 145,000 | SH | SOLE | 0 | 0 | 145,000 | ||
EXACT SCIENCES CORP | COM | 30063P105 | 16,432,500 | 175,000 | SH | SOLE | 0 | 0 | 175,000 | ||
GILEAD SCIENCES INC | COM | 375558103 | 18,034,380 | 234,000 | SH | SOLE | 0 | 0 | 234,000 | ||
GLAUKOS CORP | COM | 377322102 | 6,764,950 | 95,000 | SH | SOLE | 0 | 0 | 95,000 | ||
HARMONY BIOSCIENCES HLDGS IN | COM | 413197104 | 7,389,900 | 210,000 | SH | SOLE | 0 | 0 | 210,000 | ||
HCA HEALTHCARE INC | COM | 40412C101 | 19,574,460 | 64,500 | SH | SOLE | 0 | 0 | 64,500 | ||
HEALTH CATALYST INC | COM | 42225T107 | 4,000,000 | 320,000 | SH | SOLE | 0 | 0 | 320,000 | ||
HUMANA INC | COM | 444859102 | 20,567,980 | 46,000 | SH | SOLE | 0 | 0 | 46,000 | ||
IGM BIOSCIENCES INC | COM | 449585108 | 1,846,000 | 200,000 | SH | SOLE | 0 | 0 | 200,000 | ||
IMMUNOCORE HLDGS PLC | ADS | 45258D105 | 5,353,109 | 89,278 | SH | SOLE | 0 | 0 | 89,278 | ||
IMMUNOGEN INC | COM | 45253H101 | 14,152,500 | 750,000 | SH | SOLE | 0 | 0 | 750,000 | ||
IMMUNOVANT INC | COM | 45258J102 | 1,897,000 | 100,000 | SH | SOLE | 0 | 0 | 100,000 | ||
INMUNE BIO INC | COM | 45782T105 | 1,618,819 | 178,284 | SH | SOLE | 0 | 0 | 178,284 | ||
INSPIRE MED SYS INC | COM | 457730109 | 4,999,456 | 15,400 | SH | SOLE | 0 | 0 | 15,400 | ||
INTELLIA THERAPEUTICS INC | COM | 45826J105 | 2,039,000 | 50,000 | SH | SOLE | 0 | 0 | 50,000 | ||
INTRA-CELLULAR THERAPIES INC | COM | 46116X101 | 6,015,400 | 95,000 | SH | SOLE | 0 | 0 | 95,000 | ||
INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 15,045,360 | 44,000 | SH | SOLE | 0 | 0 | 44,000 | ||
IOVANCE BIOTHERAPEUTICS INC | COM | 462260100 | 5,984,000 | 850,000 | SH | SOLE | 0 | 0 | 850,000 | ||
IQVIA HLDGS INC | COM | 46266C105 | 10,564,190 | 47,000 | SH | SOLE | 0 | 0 | 47,000 | ||
JAZZ PHARMACEUTICALS PLC | SHS USD | G50871105 | 17,975,650 | 145,000 | SH | SOLE | 0 | 0 | 145,000 | ||
KARUNA THERAPEUTICS INC | COM | 48576A100 | 7,589,750 | 35,000 | SH | SOLE | 0 | 0 | 35,000 | ||
LANTHEUS HLDGS INC | COM | 516544103 | 8,392,000 | 100,000 | SH | SOLE | 0 | 0 | 100,000 | ||
LILLY ELI & CO | COM | 532457108 | 37,987,380 | 81,000 | SH | SOLE | 0 | 0 | 81,000 | ||
MCKESSON CORP | COM | 58155Q103 | 30,339,010 | 71,000 | SH | SOLE | 0 | 0 | 71,000 | ||
MEDTRONIC PLC | SHS | G5960L103 | 25,725,200 | 292,000 | SH | SOLE | 0 | 0 | 292,000 | ||
MEIRAGTX HLDGS PLC | COM | G59665102 | 3,621,986 | 538,986 | SH | SOLE | 0 | 0 | 538,986 | ||
MERCK & CO. INC | COM | 58933Y105 | 21,924,100 | 190,000 | SH | SOLE | 0 | 0 | 190,000 | ||
MERSANA THERAPEUTICS INC | COM | 59045L106 | 1,316,000 | 400,000 | SH | SOLE | 0 | 0 | 400,000 | ||
MIRATI THERAPEUTICS INC | COM | 60468T105 | 5,058,200 | 140,000 | SH | SOLE | 0 | 0 | 140,000 | ||
MODERNA INC | COM | 60770K107 | 5,467,500 | 45,000 | SH | SOLE | 0 | 0 | 45,000 | ||
MOLINA HEALTHCARE INC | COM | 60855R100 | 6,536,908 | 21,700 | SH | SOLE | 0 | 0 | 21,700 | ||
NATERA INC | COM | 632307104 | 9,732,000 | 200,000 | SH | SOLE | 0 | 0 | 200,000 | ||
NEUROCRINE BIOSCIENCES INC | COM | 64125C109 | 3,772,000 | 40,000 | SH | SOLE | 0 | 0 | 40,000 | ||
NUVALENT INC | COM | 670703107 | 3,627,084 | 86,011 | SH | SOLE | 0 | 0 | 86,011 | ||
OLINK HLDG AB | SPONSORED ADS | 680710100 | 3,112,500 | 166,000 | SH | SOLE | 0 | 0 | 166,000 | ||
OUTSET MED INC | COM | 690145107 | 7,230,987 | 330,635 | SH | SOLE | 0 | 0 | 330,635 | ||
PRIVIA HEALTH GROUP INC | COM | 74276R102 | 12,010,600 | 460,000 | SH | SOLE | 0 | 0 | 460,000 | ||
PROCEPT BIOROBOTICS CORP | COM | 74276L105 | 9,862,650 | 279,000 | SH | SOLE | 0 | 0 | 279,000 | ||
R1 RCM INC | COM | 77634L105 | 5,535,000 | 300,000 | SH | SOLE | 0 | 0 | 300,000 | ||
REGENERON PHARMACEUTICALS | COM | 75886F107 | 25,148,900 | 35,000 | SH | SOLE | 0 | 0 | 35,000 | ||
RELAY THERAPEUTICS INC | COM | 75943R102 | 2,386,400 | 190,000 | SH | SOLE | 0 | 0 | 190,000 | ||
REVANCE THERAPEUTICS INC | COM | 761330109 | 3,113,130 | 123,000 | SH | SOLE | 0 | 0 | 123,000 | ||
RIGEL PHARMACEUTICALS INC | COM NEW | 766559603 | 327,443 | 253,832 | SH | SOLE | 0 | 0 | 253,832 | ||
ROYALTY PHARMA PLC | SHS CLASS A | G7709Q104 | 4,611,000 | 150,000 | SH | SOLE | 0 | 0 | 150,000 | ||
SHOCKWAVE MEDICAL INC | COM | 82489T104 | 15,982,960 | 56,000 | SH | SOLE | 0 | 0 | 56,000 | ||
TENET HEALTHCARE CORP | COM NEW | 88033G407 | 23,600,200 | 290,000 | SH | SOLE | 0 | 0 | 290,000 | ||
TG THERAPEUTICS INC | COM | 88322Q108 | 1,366,200 | 55,000 | SH | SOLE | 0 | 0 | 55,000 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 260,875 | 500 | SH | SOLE | 0 | 0 | 500 | ||
UNITED HEALTH GROUP INC | COM | 91324P102 | 28,838,400 | 60,000 | SH | SOLE | 0 | 0 | 60,000 | ||
VEEVA SYS INC | CL A COM | 922475108 | 6,920,550 | 35,000 | SH | SOLE | 0 | 0 | 35,000 | ||
VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 22,346,285 | 63,500 | SH | SOLE | 0 | 0 | 63,500 | ||
VIKING THERAPEUTICS INC | COM | 92686J106 | 2,917,800 | 180,000 | SH | SOLE | 0 | 0 | 180,000 | ||
WEST PHARMACEUTICAL SVSC INC | COM | 955306105 | 3,442,230 | 9,000 | SH | SOLE | 0 | 0 | 9,000 | ||
XENCOR INC | COM | 98401F105 | 5,618,250 | 225,000 | SH | SOLE | 0 | 0 | 225,000 | ||
ZIMMER BIOMET HOLDINGS INC | COM | 98956P102 | 20,092,800 | 138,000 | SH | SOLE | 0 | 0 | 138,000 |